Senior Analyst/Senior Account Manager

Your ResponsibilitiesSenior Account ManagerBenefitsFLSA: ExemptThe Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations in the course of servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.Position ResponsibilitiesServices a designated book of business as relating to marketing, assisting with claim issues, and day to day administration.Researches issues’ root cause, implements, and resolves policy related issues.Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.Recommends and implements potential enhancements or improvements to processes, products, and/or policies.Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed.Ensures complete Client information is in data warehouse (BenefitPoint) to ensure data integrity, accuracy and completeness.Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client presentation materials.Interprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverage.Engages in Client strategy meetings to manage insured expectations for upcoming term.Develops and assists with presenting marketing and renewal terms to Client.Participates in negotiations with carriers for new and renewal quotes.Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors.Communicates on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.Prepares and releases RFP to appropriate markets.Identifies gaps in coverage or cross-sell opportunities and provides related recommendations to AE/Producer.Overall responsibility for managing updates to Client employee facing communications.Prepares open enrollment presentations, Brainshark recordings and conducts enrollment meetings.Oversees 5500 preparation by the annual deadline.Researches and understands industry trends and Carrier product offerings and emerging trends.Knowledge of governmental compliance/regulations to educate Client and respond to client inquiries.Mentors and trains junior-level staff.Performs other responsibilities and duties as needed.QualificationsPosition QualificationsBachelor’s Degree in Business Administration or related field and/or years of experience equivalent.Typically 3+ years of related Client services experience is required.Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).Strong verbal and interpersonal communication skills required.Demonstrates strong working knowledge and experience within brokerage industry.Understands industry trends and governmental regulations.Ability to complete continuing education requirements as needed.Ability to attend company, department, and team meetings as required, including industry training sessions.Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information.Ability to efficiently organize work and manage time in order to meet deadlines.Ability to travel by automobile and aircraft.Ability to use office equipment such as a computer, keyboard, calculator, and photocopier.Ability to work on a computer for a prolonged amount of time.Ability to work outside of normal business hours as needed.Legally able to work in the United States.

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